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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,269 | $129,737+72.9% | $119,126+88.3% | $154,746+44.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 17.28% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,400 | $4,375-45.1% | $4,034-40.5% | $4,379-45.2% |
| Participant deferral / active EE | $9,000 | $5,842+54.1% | $5,318+69.2% | $6,730+33.7% |
| Admin fee / account holder | $869 | $11,961-92.7% | $10,693-91.9% | $14,365-94.0% |